Peconic Partners
$5.8B Assets Reported
13 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| PWR | QUANTA SCVS INC | 5,007,840 | $2.7B | 47.7% |
| DY | DYCOM INDS INC | 4,113,320 | $1.4B | 24.2% |
| MTZ | MASTEC INC | 3,578,431 | $1.2B | 20.0% |
| AMZN | AMAZON COM INC | 953,414 | $199M | 3.4% |
| FCX | FREEPORT-MCMORAN INC | 3,317,068 | $195M | 3.4% |
| FSLR | FIRST SOLAR INC | 395,000 | $78M | 1.4% |
| AMC | AMC ENTMT HLDGS INC | 3,000,000 | $3M | 0.1% |
| GOOGL | ALPHABET INC | 1,800 | $517,608 | |
| AR | ANTERO RESOURCES CORP | |||
| CTRA | COTERRA ENERGY INC |
Track Peconic Partners's 13F portfolio: $5.8B in reported holdings, 13 positions. Top holdings, AUM, and quarterly changes on SentiSense.